Purchases and Sales Made in Q1 2025 in Spdr S&P 500 ETF Trust (SPY)

SPY Quotes by TradingView

This table provides information about the institutional ownership of Spdr S&P 500 ETF Trust (SPY) during Q1 2025. The information is specifically focused on institutions that hold shares of SPDR S&P 500 ETF TRUST.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 30, 2025 Q1 2025
Thrive Capital Management, LLC

Fort Washington, PA
BUY
 -
759
New
$419K - $465K
759 $474K
Apr 25, 2025 Q1 2025
Blb&B Advisors, LLC

BUY
 -
753
+ 2.03%
$415K - $462K
37.9K $23.7M
Apr 09, 2025 Q1 2025
Moller Financial Services

BUY
 -
752
+ 188.47%
$415K - $461K
1.15K $719K
May 12, 2025 Q1 2025
Cahill Wealth Management, LLC

Portage, MI
BUY
 -
751
+ 12.21%
$414K - $460K
6.9K $4.31M
May 06, 2025 Q1 2025
Sfe Investment Counsel

Los Angeles, CA
BUY
 -
750
New
$414K - $460K
750 $469K
May 09, 2025 Q1 2025
Lcm Capital Management Inc

BUY
 -
750
+ 1.82%
$414K - $460K
41.9K $26.2M
May 14, 2025 Q1 2025
Leslie Global Wealth, LLC

Itasca, IL
BUY
 -
747
+ 83.74%
$412K - $458K
1.64K $1.02M
Apr 14, 2025 Q1 2025
Compass Planning Associates Inc

Greenfield, MA
BUY
 -
743
+ 2.13%
$410K - $455K
35.7K $22.3M
Apr 22, 2025 Q1 2025
Denver Wealth Management, Inc.

Greenwood Village, CO
BUY
 -
743
+ 18.12%
$410K - $455K
4.84K $3.03M
May 07, 2025 Q1 2025
First National Advisers, LLC

Omaha, NE
BUY
 -
740
+ 136.28%
$408K - $454K
1.28K $802K
Apr 30, 2025 Q1 2025
Aurdan Capital Management, LLC

Wayne, PA
BUY
 -
734
New
$405K - $450K
734 $459K
May 07, 2025 Q1 2025
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
731
+ 1.4%
$403K - $448K
52.9K $33M
Apr 21, 2025 Q1 2025
Duncan Williams Asset Management, LLC

Memphis, TN
BUY
 -
728
+ 16.71%
$401K - $446K
5.08K $3.18M
Apr 21, 2025 Q1 2025
Org Wealth Partners, LLC

Dallas, TX
BUY
 -
728
+ 102.25%
$401K - $446K
1.44K $900K
Apr 24, 2025 Q1 2025
Sovran Advisors, LLC

San Diego, CA
BUY
 -
726
+ 3.41%
$400K - $445K
22K $13.8M
May 15, 2025 Q1 2025
Talon Private Wealth, LLC

The Villages, FL
BUY
 -
726
+ 40.31%
$400K - $445K
2.53K $1.58M
Apr 24, 2025 Q1 2025
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
725
+ 2.18%
$400K - $444K
34K $21.2M
May 13, 2025 Q1 2025
Schneider Downs Wealth Management Advisors, LP

BUY
 -
725
+ 14.28%
$400K - $444K
5.8K $3.63M
May 06, 2025 Q1 2025
Next Capital Management LLC

BUY
 -
722
+ 13.98%
$398K - $443K
5.89K $3.68M
May 14, 2025 Q1 2025
Monograph Wealth Advisors, LLC

BUY
 -
721
+ 12.27%
$398K - $442K
6.6K $4.12M
May 13, 2025 Q1 2025
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
716
+ 0.4%
$395K - $439K
179K $112M
Apr 24, 2025 Q1 2025
Canvas Wealth Advisors, LLC

BUY
 -
715
+ 59.48%
$394K - $438K
1.92K $1.2M
Apr 22, 2025 Q1 2025
Johnson Bixby & Associates, LLC

BUY
 -
714
+ 138.91%
$394K - $438K
1.23K $767K
May 15, 2025 Q1 2025
Ameriflex Group, Inc.

Las Vegas, NV
BUY
 -
714
+ 19.51%
$394K - $438K
4.37K $2.73M
May 09, 2025 Q1 2025
Potentia Wealth

San Jose, CA
BUY
 -
712
+ 0.83%
$393K - $436K
87K $54.3M
May 13, 2025 Q1 2025
Pennington Partners & Co., LLC

Bethesda, MD
BUY
 -
712
+ 55.67%
$393K - $436K
1.99K $1.24M
Apr 10, 2025 Q1 2025
Safeguard Financial, LLC

BUY
 -
709
+ 16.58%
$391K - $435K
4.98K $3.11M
Apr 30, 2025 Q1 2025
Fundamentun, LLC

Beachwood, OH
BUY
 -
705
+ 39.81%
$389K - $432K
2.48K $1.55M
May 05, 2025 Q1 2025
Ping Capital Management, Inc.

New York, NY
BUY
 -
700
+ 29.17%
$386K - $429K
3.1K $1.94M
Apr 14, 2025 Q1 2025
Miracle Mile Advisors, LLC

BUY
 -
697
+ 2.52%
$384K - $427K
28.4K $17.7M
Apr 30, 2025 Q1 2025
Ramiah Investment Group

Brookfield, WI
BUY
 -
697
+ 4.53%
$384K - $427K
16.1K $10.1M
May 19, 2025 Q1 2025
Client 1 St Advisory Group, LLC

Clearwater, FL
BUY
 -
694
+ 133.46%
$383K - $425K
1.21K $759K
May 05, 2025 Q1 2025
Covenant Asset Management, LLC

BUY
 -
692
+ 6.24%
$382K - $424K
11.8K $7.36M
Apr 11, 2025 Q1 2025
Piscataqua Savings Bank

BUY
 -
690
+ 123.88%
$380K - $423K
1.25K $779K
Apr 08, 2025 Q1 2025
Hfg Wealth Management, LLC

The Woodlands, TX
BUY
 -
685
+ 99.71%
$378K - $420K
1.37K $857K
May 05, 2025 Q1 2025
Conservest Capital Advisors, Inc.

BUY
 -
682
+ 0.28%
$376K - $418K
249K $155M
May 20, 2025 Q1 2025
Aspen Investment Management Inc

Grand Rapids, MI
BUY
 -
681
+ 2.02%
$376K - $417K
34.3K $21.5M
Apr 22, 2025 Q1 2025
Guyasuta Investment Advisors Inc

BUY
 -
676
+ 7.14%
$373K - $414K
10.1K $6.34M
May 13, 2025 Q1 2025
Maripau Wealth Management LLC

Fort Wayne, IN
BUY
 -
672
+ 15.15%
$371K - $412K
5.11K $3.19M
May 08, 2025 Q1 2025
Strategic Family Wealth Counselors, L.L.C.

Fairfield, NJ
BUY
 -
663
+ 3.61%
$366K - $406K
19K $11.9M
Apr 18, 2025 Q1 2025
Hoge Financial Services, LLC

Canonsburg, PA
BUY
 -
661
+ 174.87%
$364K - $405K
1.04K $649K
May 07, 2025 Q1 2025
Globalt Investments LLC / Ga

Atlanta, GA
BUY
 -
661
+ 69.87%
$364K - $405K
1.61K $1M
Apr 24, 2025 Q1 2025
Cornerstone Enterprises, LLC

Appleton, WI
BUY
 -
660
New
$364K - $405K
660 $412K
May 08, 2025 Q1 2025
Tfo Tdc, LLC

BUY
 -
659
+ 3.52%
$363K - $404K
19.4K $12.1M
May 14, 2025 Q1 2025
Tradition Wealth Management, LLC

BUY
 -
653
+ 11.68%
$360K - $400K
6.25K $3.9M
Apr 28, 2025 Q1 2025
Instrumental Wealth, LLC

Tampa, FL
BUY
 -
651
New
$359K - $399K
651 $407K
Apr 16, 2025 Q1 2025
Dover Advisors, LLC

Richmond, VA
BUY
 -
645
New
$356K - $395K
645 $403K
May 15, 2025 Q1 2025
Strait & Sound Wealth Management LLC

San Francisco, CA
BUY
 -
642
+ 12.37%
$354K - $394K
5.83K $3.64M
May 01, 2025 Q1 2025
Iron Horse Wealth Management, LLC

BUY
 -
634
+ 1.75%
$350K - $389K
36.8K $23M

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